AF
IHAK icon

Allworth Financial’s iShares Cybersecurity and Tech ETF IHAK Stock Holding History

Allworth Financial’s Portfolio IHAK Stock Details IHAK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27K Sell
619
-336
-35% -$15.4K ﹤0.01% 2777
2025
Q4 		$46K Sell
955
-71
-7% -$3.59K ﹤0.01% 2252
2025
Q3 		$53.7K Hold
1,026
– – ﹤0.01% 2049
2025
Q2 		$54.6K Sell
1,026
-232
-18% -$11.5K ﹤0.01% 1895
2025
Q1 		$60.5K Buy
1,258
+59
+5% +$2.93K ﹤0.01% 1464
2024
Q4 		$61K Buy
1,199
+951
+383% +$47.4K ﹤0.01% 1481
2024
Q3 		$12.1K Hold
248
– – ﹤0.01% 2184
2024
Q2 		$11.4K Hold
248
– – ﹤0.01% 2172
2024
Q1 		$11.6K Sell
248
-250
-50% -$11.7K ﹤0.01% 2044
2023
Q4 		$22.6K Hold
498
– – ﹤0.01% 1580
2023
Q3 		$19.2K Hold
498
– – ﹤0.01% 1546
2023
Q2 		$18.8K Hold
498
– – ﹤0.01% 1582
2023
Q1 		$18.1K Hold
498
– – ﹤0.01% 1515
2022
Q4 		$16.4K Buy
498
+250
+101% +$8.53K ﹤0.01% 1468
2022
Q3 		$8K Hold
248
– – ﹤0.01% 1745
2022
Q2 		$9K Hold
248
– – ﹤0.01% 1604
2022
Q1 		$11K Hold
248
– – ﹤0.01% 1466
2021
Q4 		$11K Hold
248
– – ﹤0.01% 1353
2021
Q3 		$11K Buy
+248
New +$11K ﹤0.01% 1283

Other funds holding IHAK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
NCM
Nelson Capital Management Menlo Park, California $819M AUM 32.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return